Reevaluating absence dates

Use this procedure to perform mass updates to selected date fields on the resource plan. This action reevaluates the resource against the defined rules for the associated plan rules. This action also changes the resource absence plan dates to align with the rules.

  1. Select Absence Management > Processing > Reevaluate Dates > Reevaluate Absence Dates.
  2. In the Resources section, specify this information:
    Organization Unit Group
    Specify an organization unit group to process resource plans.

    All absence plans for resources whose primary work assignment's Organization Unit is within this Organization Unit Group are processed.

    If you select an organization unit group, the resource group and resources fields must be blank.

    Resource Group
    Specify the resource group to process a select group of resources.

    If you select a resource group, leave organization unit group and resources fields blank.

    Resources
    Specify up to eight resource numbers to process. If a larger number of resources must be processed, you can select a resource group.

    If you select resources, the organization unit group and resource group fields must be blank.

  3. In the Plans section, specify this information:
    Plan Types
    Optionally, select a Plan Type to process.
    Eligibility Groups
    Specify up to six Eligibility Groups within the plan type to process. Plan type is required when selecting Eligibility Groups.
  4. In the Dates section, specify this information:
    Process Through Date
    Select a process through date. This field is required to find the version of the Plan rules. Resource Plans that meet the other criteria must have a Plan Entry date of less than or equal to this date for processing to occur.
    Remove Last Date
    Select this field to remove the Accrual Last, Allotment Last, Usage Last Date where appropriate. If Accrual, Allotment, or Usage dates are selected for processing, the respective Last Date for each of those is cleared when this option is selected.
    Service, Accrual, Allotment, Usage, Reset
    Select the dates to evaluate. At least one date is required.
  5. In the Options section, specify this information:
    Update
    Specify whether to only create a list of resource plan dates to update or to update the resource plan dates.
    • List Resource Plan Date Changes: Creates a list of Pending resource plan date changes.
    • Update Resource Plan Dates: Updates the resource plan dates and creates a list of resource plan dates that were updated.

      See Update fields in set actions

  6. Click OK to process this action now or click the Schedule button to schedule the action to run later.
  7. When Reevaluate Absence Dates has finished processing, use these instructions to view and take action on the results:
    • To view pending date updates, select Processing > Reevaluate Dates > Pending Date Updates. Select a tab:
    • To view processed date updates, select Processing > Reevaluate Dates > Processed Date Updates. Select the Service, Accrual, Allotment, Usage, and Reset Point tabs.